April 21, 2026
RA Jainee
ICICI Prudential Active Momentum Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.73 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | — |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 1,691 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.06% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 7.30% |
⚖️ Sahifund Review – ICICI Prudential Active Momentum Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The Schmes seeks to generate long-term capital appreciation by investing in Equity & Equity related instruments of companies reflecting momentum factors.
Fund Manager:
1) Manasvi Shah
Education: CA, B.Com, CFA Level – 2
Experience: She joined ICICI Prudential Asset Management Company Limited in September 2015 and has experience of over 7 years.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 12 months |
Basic Details of ICICI Prudential Active Momentum Fund
| Fund House | ICICI Prudential Mutual Fund |
| Launch Date | 25-Jul-25 |
| Return Since Launch | 7.30% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,691 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.06% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 75.00% |
ICICI Prudential Active Momentum Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ICICI Pru Active Momentum Dir | 0.28 | 0.09 | 7.52 | 2.98 | 3.37 | — | — | — | — | — |
| BSE 500 TRI | -4.23 | -0.02 | 7.18 | -0.36 | -3.51 | — | — | — | — | — |
Peer Comparison of ICICI Prudential Active Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ICICI Pru Active Momentum Dir | Unrated | — | — | — | 1.06 | 1,691 | 7.30 | 1.00 (360) | 8M | 75.00 |
| ICICI Pru India Opportunities Dir | Unrated | 8.96 | 23.54 | 24.33 | 0.67 | 32,925 | 20.99 | 1.00 (365) | 7Y 3M | 65.00 |
| Franklin India Opportunities Dir | Unrated | 8.21 | 28.61 | 21.67 | 0.58 | 7,578 | 17.24 | 1.00 (365) | 13Y 3M | 57.81 |
| HDFC Defence Dir | Unrated | 30.17 | — | — | 0.83 | 7,305 | 40.90 | 1.00 (365) | 2Y 10M | 17.21 |
| Sundaram Services Dir | Unrated | 4.78 | 18.37 | 18.98 | 0.69 | 4,146 | 18.79 | 1.00 (365) | 7Y 7M | 31.40 |
ICICI Prudential Active Momentum Fund Portfolio
| No. of Stocks | 46 |
| Top 10 Stocks | 30.93% |
| Top 5 Stocks | 16.91% |
| Top 3 Sectors | 46.08% |
| Portfolio P/B Ratio | 4.21 |
| Portfolio P/E Ratio | 28.16 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,64,190 | 1,27,961 |
| Giant (%) | — | — |
| Large (%) | 67.37 | 53.51 |
| Mid (%) | 26.38 | 29.35 |
| Small (%) | 6.25 | 19.84 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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